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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,576 | $74,706-45.7% | $75,696-46.4% | $79,386-48.9% |
| Participation rate | 89.3% | 75.3%+14.0pp | 74.8%+14.5pp | 70.7%+18.6pp |
| Annual return | 11.54% | 18.52%-7.0pp | 104.53%-93.0pp | 116.85%-105.3pp |
| Employer contribution / active EE | $782 | $2,590-69.8% | $2,743-71.5% | $2,427-67.8% |
| Participant deferral / active EE | $1,612 | $3,533-54.4% | $3,821-57.8% | $4,046-60.2% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |